FFA
LOCK

First Foundation Advisors’s LifeLock, Inc. LOCK Stock Holding History

First Foundation Advisors’s Portfolio LOCK Stock Details LOCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36,187
Closed -$612K – 326
2016
Q3 		$612K Hold
36,187
– – 0.04% 174
2016
Q2 		$572K Buy
+36,187
New +$473K 0.04% 180

Other funds holding LOCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Foundation Advisors's LOCK Position: Q4 2016 in Review

First Foundation Advisors sold out of LifeLock, Inc. (LOCK) in Q4 2016, closing a stake of 36,187 shares — an estimated $612K sold.

First Foundation Advisors first reported a position in LOCK in Q2 2016 and held it in 2 quarters. The position peaked at $612K in Q3 2016. 175 funds tracked by Wall St. Rank hold LOCK as of Q4 2016.

  • First Foundation Advisors reported no remaining LifeLock, Inc. position as of Q4 2016 after selling out during the quarter.
  • First Foundation Advisors sold 36,187 LifeLock, Inc. shares in Q4 2016, an estimated $612K.
  • First Foundation Advisors first reported a position in LifeLock, Inc. in Q2 2016 and held it in 2 quarters.
  • First Foundation Advisors's LifeLock, Inc. position peaked at $612K in Q3 2016.
  • 175 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q4 2016.

Based on First Foundation Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.